IT Support Services
View All
Obsessive Support®

The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

Managed Security

Best in class security to protect your firm’s data and technology

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

We’re here to help. Contact us for a consultation.
Application Hosting
View All
QuickBooks Online

Bypass the wait time and access Visory’s Obsessive Client Support®

Quickbooks

Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

Sage

The same Sage you work in every day, only better

GoldMine

An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs

Tax

Revolutionize your next tax season with added efficiency and mobility

3rd Party Applications

Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

Cloud Platforms

Access affordable enterprise-grade hosting solutions with none of the IT burden

Watch your firm grow with the ultimate ease of access, security and flexibility.
Managed Services
View All
Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

Let’s talk about keeping your business and your data secure.
Cybersecurity
View All
Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

Educate and train your most important last line of defense – your people

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

Single Sign-on

Secure single sign-on access for a connected world

Backup

Backup your data for business continuity and compliance

SecureCloudDrive

Keep everyone on the same page. Any user, every device.

SASE

Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
Compliance
View All
Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

Contact us to learn more about how we keep your business safe and in compliance
QB Desktop, QBO

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

O365

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Liscio

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Knowbe4

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA

Undoubtedly, you’ve heard about the new SEC Cybersecurity rules. While being compliant is essential to avoid penalties, regulatory actions, or reputational damage, there are other important reasons to ensure you have a robust and complete cybersecurity and IT foundation in place. 

Client Protection:
Cybersecurity incidents can lead to the loss or compromise of sensitive client data, financial fraud, or identity theft. By preparing for the cybersecurity rule, an RIA demonstrates its commitment to protecting client information and reducing the risk of such incidents. 

Legal Liability:
In the event of a cybersecurity breach, RIAs could be held legally liable for any harm caused to clients. Compliance with the SEC rule strengthens an RIA’s defense in potential legal disputes and helps mitigate liability risks.

Enhanced Reputation:
Demonstrating proactive cybersecurity measures can enhance an RIA’s reputation and instill confidence in clients. Clients are increasingly concerned about the security of their personal and financial information, and choosing an RIA that prioritizes cybersecurity can be a competitive advantage. 

Operational Continuity:
Cybersecurity incidents can disrupt business operations, leading to financial losses and reputational harm. By implementing the necessary cybersecurity measures and protocols outlined in the SEC rule, an RIA can enhance its resilience and ensure business continuity in the face of potential threats. 

Evolving Threat Landscape:
Cybersecurity threats are constantly evolving, and the SEC rule aims to keep up with these changing risks. By preparing for the rule, an RIA can stay ahead of emerging threats, adapt its cybersecurity practices, and mitigate vulnerabilities

Industry Best Practices:
The SEC’s cybersecurity rule establishes a framework of best practices for protecting client information. By adhering to these practices, an RIA can align itself with industry standards and demonstrate a commitment to cybersecurity excellence. 

In summary, preparing for the new SEC cybersecurity rule is essential to comply with regulatory requirements, protect client information, mitigate legal and reputational risks, and maintain operational continuity in an increasingly digital and threat-prone environment. 

To help you with implementing a robust cybersecurity plan for your firm, download our SEC Cybersecurity Rules Prep Timeline here.

INSIGHTS
What We’re Saying
Jun 13th, 2024
Cybersecurity in the Age of Digital Evolution
Join industry experts from Visory for an empowering webinar tailored specifically for accounting firm owners and accountants navigating the complexities of AI use and remote
Jun 13th, 2024
Revolutionizing Accounting with AI: Insights from Dawn Brolin
The integration of AI into our workstack is not just innovative; it’s essential for staying ahead. Dawn will share her invaluable insights on how AI
Apr 30th, 2024
Secure and Streamlined: How Visory Powers Dawn Brolin’s Premier Accounting Apps Lineup 
In the fast-evolving world of accounting technology, cybersecurity and data management are paramount. Dawn Brolin, a respected CPA and an innovative thought leader in the
Apr 11th, 2024
Q&A with Visory’s Director of Cybersecurity
Join us for an enlightening webinar designed specifically for accountants, featuring an exclusive Q&A session with Tammy Jutras, Director of Cybersecurity at Visory, and Liz
Mar 12th, 2024
Cybersecurity 101: The Basics Explained
The media hype and the sheer volume of information around cyber-security and cyber attacks, can be really overwhelming. We get it.  That’s why we are
Mar 12th, 2024
How Well Are You Protected Against Cyber Threats? Take our 5-Minute Cybersecurity Assessment.
We’re continuing our back to the basics cybersecurity series with a short assessment; no sensationalism, no fearmongering, no guilt – just the facts.  Our first
Copyright ©2024 Visory. All rights reserved.